WSO icon

Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
Millennium Management
New York
$38.9M
3
BlackRock
BlackRock
New York
$1B
4
First Trust Advisors
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
Morgan Stanley
New York
$66.9M
5
MFAM
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
401
Tower Research Capital (TRC)
New York
$285K -$121K -486 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
402
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$283K +$283K +1,134 New
PNC
403
Park National Corp
Ohio
$282K -$8.73K -35 -3%
TCM
404
Teza Capital Management
Illinois
$279K +$279K +1,119 New
SW
405
SVB Wealth
Massachusetts
$278K -$57.9K -232 -17%
MFA
406
Mayflower Financial Advisors
Massachusetts
$278K +$278K +1,115 New
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$277K -$153K -614 -36%
PPC
408
Park Place Capital
Alabama
$274K +$274K +1,098 New
LFA
409
LGT Financial Advisors
Texas
$273K +$273K +1,094 New
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$263K -$9.73K -39 -4%
BIA
411
BHK Investment Advisors
Alabama
$262K +$24.9K +100 +11%
CGA
412
Crescent Grove Advisors
Illinois
$256K +$10.7K +43 +4%
TSS
413
Two Sigma Securities
New York
$255K -$215K -864 -46%
SW
414
SlateStone Wealth
Florida
$252K +$18.7K +75 +8%
CGL
415
Clarius Group LLC
Washington
$249K – – –
VFA
416
Voya Financial Advisors
Connecticut
$247K -$27.8K -110 -10%
PAM
417
Premier Asset Management
Illinois
$247K +$33.4K +134 +16%
MFS
418
Mirabella Financial Services
United Kingdom
$246K +$246K +987 New
CFAM
419
Coury Firm Asset Management
Pennsylvania
$241K +$2K +8 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
420
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239K +$239K +957 New
CIC
421
Chase Investment Counsel
Virginia
$236K +$7.71K +31 +3%
FHA
422
Flagship Harbor Advisors
Massachusetts
$235K +$1.99K +8 +0.9%
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
$232K -$520K -2,087 -69%
DFG
424
Delta Financial Group
New Jersey
$231K +$231K +914 New
MM
425
MQS Management
New York
$228K +$228K +915 New
15 16
17
18 19